Interlinc Financial Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Interlinc Financial Advisors is a fee-based firm that provides comprehensive financial planning, discretionary asset management, third‑party manager referrals and ERISA 3(21) retirement plan services, and it also conducts seminars and workshops intended to educate the public. The firm’s brochure discloses that it offers insurance products and may sell annuities and other commissioned insurance through an affiliated insurance business.
The firm gathers client information to build tailored investment strategies, documents goals and risk tolerances, and may exercise discretionary trading authority or engage sub‑advisors or third‑party managers (including a referral relationship with a wrap program provider) while acting as a liaison and monitoring performance. Financial plans are delivered within 30 days, account reviews occur at least quarterly, and the firm specifies custodians (Charles Schwab and Fidelity) and a typical account minimum of $500,000, which may be lowered or waived.
Noteworthy in the brochure are the combination of public seminars at no charge and the firm’s clear insurance affiliation, with firm principals spending roughly half their time on the affiliated insurance practice and the firm receiving referral/commission arrangements related to insurance and third‑party manager relationships. The brochure also reports zero assets under management as of October 9, 2026 and a small client base, which contrasts with the firm’s stated asset management and TPM activities and is a distinguishing operational detail.
Client services
Expertise
Occupation focus
Fee options
Fixed financial planning fees: $1,000 to $5,000
$0 - $500,000: 1.40% annually $500,000.01 - $1,000,000: 1.30% annually $1,000,000.01+: 1.10% annually
$500 per hour for financial planning services
Account minimum: $500,000 Fee-only: Financial planning fees: hourly $500/hour or fixed fee $1,000 to $5,000
Main office
5068 W Plano Pkwy, 385
Plano TX 75093
Advisors at this office
3
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Misti W
Series 65
Plano, TX
Interlinc Financial Advisors, Inc.
Misti White is a financial advisor at Interlinc Financial Advisors, Inc. in Plano, TX, holding a Series 65 designation with two years of industry experience. She previously worked at Murphy & Sylvest before joining Interlinc Financial Advisors. Interlinc Financial Advisors is a fee-based firm offering comprehensive financial planning, discretionary asset management, third-party manager referrals, and ERISA 3(21) retirement plan services. The firm also conducts public seminars and integrates a notable insurance affiliation within its practice.
Stephen M
Series 63, Series 65
Plano, TX
Interlinc Financial Advisors, Inc.
Stephen Meeks is a financial advisor with Interlinc Financial Advisors, Inc. in Plano, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked with Interlinc Financial Advisors in various capacities since 2016 and also owns Texas Family Insurance & Retirement Services, Inc., where he provides fixed insurance sales. Interlinc Financial Advisors is a fee-based firm offering comprehensive financial planning, discretionary asset management, third-party manager referrals, and ERISA 3(21) retirement plan services, along with public educational seminars. The firm combines investment management and insurance services, working with sub-advisors and custodians such as Charles Schwab and Fidelity.
Harley M
Series 63, Series 65
Plano, TX
Interlinc Financial Advisors, Inc.
Harley Matthews is a financial advisor at Interlinc Financial Advisors, Inc. in Plano, TX, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at Innovation Partners LLC, Lemnis Capital, and Equitable Advisors, LLC. Interlinc Financial Advisors is a fee-based firm offering comprehensive financial planning, discretionary asset management, third-party manager referrals, and ERISA 3(21) retirement plan services. The firm provides public seminars and has an affiliated insurance business, combining investment and insurance services while working with custodians such as Charles Schwab and Fidelity.
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